Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
366 Views
What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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ASX Short Interest Weekly (Mar 27th): Suncorp, Medibank Private, Macquarie, Technology One
We analyzed ASX short interest report for the past week and highlight short interest changes in Suncorp, Medibank Private, Macquarie, Technology...
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